Connect Qonto and Sortd for Gmail

Both apps 53Qonto 28Sortd for Gmail 25

• Trigger
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.